Rosemary O'Leary

Maxwell Advisory Board Endowed Chair

Distinguished Professor of Public Administration

Co-Director, Program on the Analysis and Resolution of Conflicts (PARC)

Maxwell School of Syracuse University
400 Eggers Hall
Syracuse, New York 13244-1020
Telephone (315) 443-4991 
Fax (315) 443-3818

 

PPA 753 Executive Leadership & Public Policy

Monday, June 11, 2007 - Friday, June 29, 2007

Announcements and Updates

 

New additions to website as of June 26:  A handout from Howie Phanstiel, Ibrahim Gambari's speech, Sue Hiesler's (Lockheed Martin) power point presentation, Michael Meath's Working with the Media power point presentation, and Rosemary O'Leary's Creativity power point presentation.

 

GREATEST HITS FROM DIVERSITY DISCUSSIONS have been added at the bottom of this page.

 

INTERESTED TO SEE HOW YOUR CLASSMATES RESOLVED THE FARM LAND NEGOTIATION?  SCROLL TO THE END OF THIS PAGE TO FIND OUT. 

 

 

Syllabus

 

Power Point Presentations and Handouts

Gerard Power Point Slides

Gerard Bolman Assessment

Shaw Leadership

Shaw Conflict Resolution

O'Leary Win As Much As You Can!

O'Leary Interest-Based Negotiation

O'Leary Parking Space Negotiation Debrief

Katz Workplace Mediation

Katz Work Style Workshop

Radcliffe Handout from 6/15

Kendall Phillips Public Advocacy

O'Leary Collaborative Public Management/Managing in Networks

Heisler Lockheed Martin Part I

Heisler Lockheed Martin Part II

Gambari Speech

Phanstiel Chart Managing Complex Change

Meath Working with the Media

O'Leary Creativity

 

 

Course Readings

Shaw

Hershey and Blanchard, Part 1 - Situational Leadership

Bass

Hughes, Ginnett and Curphy

Van Wart

Negotiation

Conflict: An Overview

Dana, Chapter 2

Dana, Chapter 8

Katz #1 Extra

Katz #2 Extra

Katz #3 Extra

Katz #4 Extra

Saiz #1

Saiz #2

Saiz #3

RadcliffeReading 1

RadcliffeReading 2

RadcliffeReading 3

Radcliffe Reading 4

Cronin

MacGregorBurns - Transactional

Beckhard and Pritchard

GAO Best Practices in Diversity Management

United Nations Best Practices in Diversity Management

The Cornell Story

Barry and Bateman

Gordon

Kellough and Naff

Pitts

Thomas

Peppas

Tatum

Akinola and Thomas

Sanchez and Brock

Mickins

McQuarrie

Prasad

Day and Schoenrade

Baclay and Scott

O'Leary, Gazley, McGuire, Bingham

Facilitated Decision Making Part I

Facilitated Decision Making Part II

Bennis

Kotter

Hershey and Blanchard 2 - Behavioral Theories

Tuckman

 Bolman and Deal

Case for Groups #1 and #2 to read and discuss

Case for Groups #3 and #4 to read and discuss

Case for Groups #5 and #6 to read and discuss

Case for Groups #7 and #8 to read and discuss

Case for Groups #9 and #10 to read and discuss

Case for Groups #11 and #12 to read and discuss

Case for Groups #13 and #14 to read and discuss

How to write a press release #1

How to write a press release #2

Interview tips

Social media press release template

Tips for dealing with the media

Tip sheet:  Art of the cold call

Gardner

Rost

Ciulla

Goffee and Jones

MacGregorBurns - Moral Leadership

Carson

Martin Luther King

GREATEST HITS FROM DIVERSITY DISCUSSIONS

Group: Chris Mulkins, Dan, Nikki Hunter, Mim Mirsky, Isabel Beltran, Daniel, Matt Norton, Diego Tisera, Hemant, Rosemary Mosquea, Steph Hutchinson, Kara Noto, Liz Dennison, Jeff Cady, Sephora Dandurand, Diana Keller, Surobhi, Jess T.   

  1. Being aware of diversity is important because it opens up one’s perspectives, illuminating non-traditional definitions of country, regional, sexual diversity. It also reduces the cost of not having a diverse workforce.
  2. Diversity management should be aware of the societal, or culturally imbedded stereotypes and the institutional, or legal hurdles, of discrimination and exclusion. This can be achieved through cultural awareness systems that seek to build links to other groups outside one’s comfort zone.
  3. Training regarding diversity include initial, upon employment trainings and additional trainings for management. The former are minimalistic, uneffective, mandatory and less well-received by employees. The latter, which could be more cultural, can be more eye-opening, addressing contentious debates such as the need for information for decision-making and employee privacy.
  4. Best practices include a) incorporating diversity into the mission statement; b) leadership commitment to diversity; c) representation of diversity throughout management positions; d) diversity performance and accountability measurement system which incorporates a two-way system between management and employees. Positive trainings will expand beyond initial learning points and will use creative methods and practices (including a potluck). Additionally, an alternative system that incorporated an individual outside of management to handle grievances will be useful. Employee involvement in all of these practices is key as well.
  5. To measure the impact of these practices and systems, we would use evaluations, accountability measurement techniques and the ability to use the force of law.

 

Group:  Jenny Dickinson, Emily Coronado, Colin Seale, Rob Alexander, Krista Lampe, Rosalyn Bandy 

  1. Interpersonal issues include work ethic, communications, for example sensitivity and productivity
  2. Tokenism. We do not want to tokenize the training either. There should be a balance between preserving identity and being part of larger movement. Sometimes you are asked to represent a certain community and you don’t want to.
  3. We are all going to make these mistakes, we need to know when we are getting into trouble. It is not simple, it is systematic and we shouldn’t take it too personal. Framing the training process is very important.
  4. Continuous education that is specific, concrete, ongoing; training that includes genuine efforts to teach one another; space for affinity groups, determine appropriateness; clear policy and practice for addressing problems; a statement of values; have a manager publicly call themselves out when they do something wrong; encourage expression of discomfort; attempt to “pre-treat” (do training before issues arise)

 

Group:  Jen, Patrick, Rob, Jackie, Matt, Duden, and Eric

 This group had some great ideas concerning best practices. They specifically talked about the need to develop a culture accepting of all parties that stresses the importance of diversity and where all individuals are understood to be bringing something to the table through their diverse backgrounds and experiences.

Not only did they talk about the importance of such a culture, but they came up with ways to promote such ideals within an institution. Ideas discussed were the use of non normative, inclusive language within the institution, having diversity management skills as a part of performance evaluations, having the institutional commitment to diversity in writing, such as in a mission statement, and ensuring buy in from upper management.

These best practices were aimed at avoiding a “surface” approach to diversity which would not really create a “culture” of diversity within the institution.

 

Group:  Tina, Michelle, Byron, Michael, Olga, Spencer, Sandra, D.J. Brenna, Jana, Sarah.

This group mentioned some very specific points which were particularly interesting. They mentioned, for example, that there must not only be a written policy regarding diversity, but specific PRACTICE and that policy must target behavior and NOT beliefs (emphasis in notes).

 This group also specifically noted that there should be efforts to foster, not force, diversity, and that the goal should be to have an open, barrier minimizing, practice towards diversity, as opposed to a perfect cross section of society, which they saw as impossible.

As best practices this group identified language training, diversity programs and trainings, self reflection, and the use of outside consultants.

Santiago Ibarra: Diversity provides organizations with a wider perspective of its environment and possibilities for survival and growth.

 

Group:  Tess, Theresa, Fredrike, Nidhi, Gretchen

The idea of diversity management is still in its infancy. It wants to be two things at once: it aspires to be a sophisticated version of AA/EEO yet at the same time its suppose to be something different than AA/EEO. In order for diversity management to work, you need to have diversity management/integration in all aspects of society.

An idea - Compare public organizations to private organizations.

 

Group:  Loveena, Jenn Handog, Sarah Jones, Jessica Tevebaugh, Wenona, Alyce

From the compelling facts from reading question - GLBT issues usually ignored in diversity management.

Success story - Combining two groups regardless of ethnicity and holding diversity workshop on a native american reservation.

Ideas - Have a non-threatening grievance process not tied to job evaluation.

 

Group: Rebecca, Yoji, Tatsuya, Hua, Recep, Aileen

We had a very diverse group (Chinese, Turkish, American-Mexican, Japanese, Filipino). We shared experiences from our countries and compared them to experiences here in the States and saw different cultural interpretations of how diversity is applied in our places of origin. Some cultures are used to diversity, others are just learning it due to globalization but we all agree that we can learn from each other.

In Japan, "gender" is what diversity is about, not so much race or culture. In the Turkish case, the general approach is human rights, especially in a pluralistic democracy.

The US was a melting pot but has become more of a salad bowl. The goal should be integration, not assimilation.

Best practice - zero tolerance for hate.

 

Group: Matt Bachand, Elizabeth Mercer, Katherine Reilly, Teena Curry, Allison Quigney, Carolyn Danckaert, Vishal T, Tim Rudd, John Crary, Rob Fallon, Mark Migliacci, Hannah Goode, Aaron, Geoff, Nicole Katikos, Ginette, Jesse Lavine

 Why is diversity important? (selected)

  • Diversity affects the bottom line. There is a shrinking pool of workers so if you don’t attract diverse workers you are at a competitive disadvantage, so it’s very practically beneficial
  • You do best when everyone is doing their best work, so you should leverage everyone’s uniqueness to make that happen
  • Also deepening the organization’s knowledge base. Less diversity can lead to groupthink. You can find better solutions with a diverse workforce.

 Best Practices (selected)

  • Create a safe environment
  • The program shouldn’t reinforce stereotypes and needs to be careful to avoid tokenism, where one person becomes the spokesperson for that entire group and also becomes the sole source of viewpoints that represent that group
  • The program needs to be continuous.
  • Make diversity management part of the norm of the company. Put it in the mission statement as a reflection of the organization’s values. Make it part of the culture.
  • Have not only formal, but informal processes by which diversity management is emphasized as a priority.
  • Find or schedule events that celebrate commonalities as well as differences. Food is your friend! (a great way for people to express ethnicities but all enjoy in the common experience of eating good food)
  • Ensure there is adequate training or coaching on policies and make sure the policies are clear and transparent.

 

Group:  Ruxandra, Aram, Lacey, Zandra, Cristina, Ion, Steve H, Mike Burger, Eric Olsen

Ensure policy is explicitly cited in the organization's mission statement

Work with/accept/encourage groups that advocate for effective diversity management, such as unions

Establish an executive-level diversity management board that recommends appropriate progressive practices that improve on the organization's diversity management efforts

Document all diversity-related activities, both positive and negative activities/feedback/initiatives/etc.

 

 

Group:  Stephen Shafer, Sarah Byrne, Matt Henkes, Kelley Osterhaler, Sara Pesek, Jen Gordon, John Palinski, Frank Amtmann, Steve Watson

Use floating holidays to meet different needs.

Use a pay range/scale and do an annual survey of salaries.

Facilitated diversity training that is not run by bosses. Posted "safe space" and website.

Conduct 360 degree evaluations

 

 

Group: Ed Cox, Surobhi Mansur, Nathan Thiel, Dawn Citrin, Heather Klein, Dominic Randazzo, Jeff Cady, and Essa Remoquillo

Teaching mediation practices

Having a “diversity ombudsman”

Have a protocol in place for investigating incidents, even before an incident occurs

 

Group:  Maaya Sundram, Lindsay Sowers, Jillian Kirby, Corey Williams, Andy Bryant, Mike Kenlay

 1) Diversity is important on the job because including a variety of viewpoints is essential.  Often the constituent/ client base will be diverse so it is important to have a similarly diverse workforce.

 2) Compelling facts: Achieving diversity is a complex and difficult goal; Diversity Management includes many categories – not just race;  Prejudices are engrained in people’s psyches; Ineffective Diversity Management has rippling effects.

3) Unsuccessful Diversity Management examples: The office skit with Steve Carroll; Affirmative Action; The emphasis on increasing female participation/employment at the World Food Programme.

Successful Diversity Management examples:  We don’t know how to measure success – what exactly constitutes a successful Diversity Management program?  We believe any indicators that would measure the success of failure of a program seem to be contradictory to the point of Diversity Management.  Somehow, the programs need to achieve what the Supreme Court would call a “critical mass” but this mass will vary depending on the situation/conditions. 

4) Ten “Best Practices” for Diversity Management:  Flexible work schedules;   Flexible holiday benefits/days off;   Open communication between management and staff;  Avenues for expressing concerns when lines of communication might not work;  Clear, realistic salary schedules with moderately sized increments;  Written handbook with clearly defined policies;  Emphasize equal opportunity during application process;   Engage in vertical and horizontal team building practices;   Adhere to current trends in Diversity Management. 

5) Assessing the impact of Diversity Management programs: Use employee satisfaction surveys; Monitor the number of employee complaints;  Monitor the amount of diversity among employees; Monitor the number of employee smiles;  Monitor the attendance of employees at voluntary work events

 

 

 

 

FARMLAND NEGOTIATION RESULTS

 

Group:  Michael Scherger, Nikki Hunter, Liz Mercer, Rachel Chute (out of town for last negotiation)

Our final settlement was for a total of $800,000 compensation to the farmer. The farmer was able to sell the marsh, woodlot, buildings, and 45 acres of the pasture to the environmental group representative for $400,000. The developer took the remainder of the pasture and all the crop land for $400,000. The farmer paid off his debts, and did all the other things he wanted to do.

We increased the pie by getting the local community college to make a program to teach outdoor education at the land the environmental group purchased. The developer agreed to consolidate development, to adhere to the most current "green" building practices, and to work with the environmental group to support an appreciation for the lands. The green belt has been set up around the development.

Also, to alleviate the concerns of the farmer about dealing with many entities, the environmental group will funnel all payment to the farmer through the developer.

 

Group:  Sarah Byrne, Santiago Ibarra, Rebecca Oliver, Nathan Thiel

Agnes sells land to Developer for $500,000, with the following contract stipulations:

  • Developer agrees with Environmental Group (EG) that they will sell/turn 30% of the land (the woodland and marsh areas) into a joint venture with EG.
    • EG must pay Developer $100,000 for this joint venture arrangement
    • Developer agrees that these lands will be protected from development and managed by EG
    • EG agrees that they will manage the land as a park / nature preserve, charging entry fees to help offset the costs of running the park / preserve
    • County understands that these lands would be tax exempt per the non-profit status of EG.
  • Developer agrees with EG to make the homes built on the other 70% of land “environmentally-friendly”
    • Developer agrees to let EG be involved in the landscaping, planting various environmentally-appropriate plant varieties around the developed homes.
  • County Administration agrees to seek waiver of fees normally involved in re-zoning the land from farming to wilderness preserve / residential, in anticipation of future higher property tax returns.
  • County Administration agrees to donate time and administrative costs involved in extending sufficient sewer connections to support development, as long as Developer purchases the agreed-upon materials for this sewer work (as personnel time costs are already built into county budget overhead, but Developer can decrease cost by purchasing only materials instead of full service cost)
  • Agnes will donate $100,000 of her sale price towards establishing a Botany chair,
    and establish three $50,000 trusts for her grandkids’ education (leaving $250,000 to spend otherwise).

EG agrees to use their connections to help Agnes get a teaching job at local community college.

 

Group:  Lauren Stromer, Tina Lung,  Matt Henkes, Matt Bachand

Agnes will sell the land for 300K because she will pay less in Capital Gains taxes. For this concession, the Developer will endow the Botany Chair for 100K. In the end Agnes will get 150K after she divvies out her other obligations. If she settled for the 400k, she would have had to pay more capital gains tax, endow the chair and still receive 150k minus tax obligations.

The developer will purchase all land and donate marsh to county for tax break and endow the botany chair. They will invest 25% to build green up to the “bronze” level Leeds certification. They will also sell the 25 acres of woodlot and homestead for 75k.

The Environmentalists will buy woodlot and building from developer for 75k. They will pay 75% of the costs associated with developing the land green according to the Leeds certification level. They will have 90 days from closing of large land sale to buy the 25 acres.

The County will give tax abatement for complying with Leeds standard. They will maintain marsh for low impact recreational/preserve and name the land in honor of Agnes and her deceased husband. They will try to get Agnes’ homestead historical designation.

 

 

Group:  Michael Gale, Allison Quigney, Steve Watson, Jennifer Caron

- The row crops, pasture, and houses besides the woodlot would be sold to the developer at a price of $275,000.

- The marsh would be sold to the conservation organization for $100,000.

- Mrs. Agnes will receive a total of $375,000 to apply to her financial needs.

- The woodlot will be donated to the county to be turned into park.

- The conservation organization will manage two trails that go between the new housing development and the river to enhance waterway recreational opportunities for residents.

- The park will be named Agnes McCann Park and will have an arboretum in partnership with the university botany department.

- The developer will pay no property taxes on the land while in development. When the properties are sold to individual owners, they will be responsible for property taxes. In exchange, the developer will pay the differential costs of upgrading the sewer system to handle increased demand and protect the marsh from potential overflow. The developer will also make a corporate donation of $10,000 to the conservation organization.

- Upon completion of the property, the developer will encourage the new home owners association of the property residents to continue working with the county and the conservation organization with future management initiatives.

- The developer will explore opportunities with the LEED (Leaders in Environment and Energy Design) Homes initiative of the U.S. Green Building Council to build more environmentally friendly homes because of the sensitive conservation areas bordering the property.

 

Group:  Ed Cox and ?

The developer would buy the entire parcel from Agnes for $475,000.  In accordance with her wishes, the marshland and the woodlot would not be developed but would be a wildlife preserve.  The development company would own the land but would allow use by the state college students for envirnmental education.  The house and other buildings will be preserved as county historical landmarks as well as being a feature of the housing development.  In return for concessions by the developer, the county will not access a tax on the marshland or woodlot provided they remain undeveloped.

 

Group:  Michael Hagan, Farah Dib, Aram Weitzman, Tess McEnery

 Mr. McCann decided to sell his property to both the developer and the conservationist.
 
For the Developer:
1/2 of the property (92.5 acres)
Price: $250,000
Contribution for the Dept Chair
$50,000
Total Cost:
$300,000
 
For the Conservationist:
1/2 of the property (92.5 acres) (marshland included)
Price: $200,000
Contribution for the Dept Chair:
$50,000
Total Cost:
$250,000
 
We spent the full time (and some overtime!) from last week and today negotiating our settlement.  Our negotiation process was slow and organized.  First, all of the participants outlined their interests.  Next, the conservationist and the developer "made their case" to Mr. McCann.  This latter process consumed the entire first session: there was a lot of constructive, "civilized" positioning between the two main groups.  The town councilperson helped moderate the debate and draw out relevant questions.  In the second session, Mr. McCann met individually with each of the three other negotiation group members in a private caucus.  Much of the money talk and negotiation of offers to Mr. McCann occurred in these caucuses.  When all 4 members reconvened, the group negotiated a settlement suitable to all parties.  We overlooked the specification of the land division (we lacked the time), but agreed that the land allocated to each party should be contiguous (and in the case of the conservationist, adjacent to and including the marshland).  We believe dividing the land up into discontinuous parcels would achieve neither sufficient land conservation NOR proper residential property development.

 

Group:  Jana Chandler, Hemant Joshi, Ying Zhou, Fredrike Purkert

The farm will be sold jointly to the developer and the conservationist for a total of $450,000. The developer will purchase 70% of the land at a price of $300,000 while the conservationist will purchase the remaining 30% for $150,000. The conservationist is purchasing the land via a ‘conservation easement’ which states that a minimum of 30% of the land will not be developed. As part of the arrangement the marsh will be turned into a park site with specific limitations (boardwalks) and will be managed by the County. The woodlot and farmhouse will also be part of this park, and the farm may be preserved as a historic site. At the urging of the conservationist, the developer has agreed to consider ‘cluster development’ because it saves space for greenery, is cheaper to construct in terms of infrastructure, and builds a sense of community. Cluster development also means that the developer may not need to purchase additional land – which was a concern at the time of the negotiation.

 

Group:  Santiago, Recep (missed last negotiation), Sarah Byrne, and ?

The final price for the land was $500,000, $400,000 by the developer and $100,000 by the environmental group.
The county would condone charges for changing the use of the land and part of the costs related to the connections of sewage. Property taxes would be left to be paid by homeowners at reasonable rates.
The property would respect the woodlands and the marshes, actually the developer and the environmental group would engage in a joint venture for developing an environmentally friendly complex; the first would pursuit its development business while the environmental group would be in charge of protecting and minting the marshes and woodland.
At least 30% of the property would be left untouched, protecting marshes, woodlands and other green spaces.
 

Group:  Wenona, Krista, Nidhi, Jacque

Problem statement: How to maximize the financial potential for the buyer and seller in a way that minimizes the environmental impact and adds the most value to the community now and in the future.

Resolution: The Conservation Group will purchase the 25-acre marsh, a 2-acre buffer, and the 25-acre homestead and wooded area for $200,000. The group will develop and maintain a wildlife trail in the marsh buffer and transform the house into an education center and headquarters for green tourism. The education center will serve as a satellite campus for a local community college, and the college will continue organic farming and beekeeping practices in the wooded area. The wooded area will also serve as a park for residents of Green Acres.

The Developer will purchase 59 acres of row crops and 74 acres of pasture for $300,000 and a 1 percent share of gross profits for 8 years. The County will provide tax incentives for the Developer to build green rental properties with provisions such as energy-efficient lighting and roof gardening.

The Landowner will establish a chair at the community college and teach beekeeping and organic farming at the education center.

 

Group:  Lisa Chice, Hua Jiang, Tatsuya Oniki, Byron Stewart

The final sales agreement involved dividing the property and selling 50 acres to the Conservation Group for $135,000. The Conservationists purchased the 25 acres of marsh/ wetland, the 25-acre woodlot, and the 5 acres with the garden areas.  The developer purchased the remaining 135 acres for $360,000.  The Conservationist gave verbal assurance that he would be amenable to working with the county to give the public some open/unrestricted access.

Our negotiations began with introductions and an opportunity for each of us to articulate what our desired outcomes were.  The farmer wanted to make a profitable sale so that she could retire in town and provide for her grandchildren.  The developer wanted to buy as much land as possible for a good price. The conservationist wanted to buy land and promote good environmental land-use.  The county administrator wanted, to the extent possible, to incorporate good information sharing and transparence to ensure that the community's interest were not overlooked and to help find middle ground for all stakeholders.

The farmer started the negotiations by stating an asking price of $400,000.  We went through various scenarios to get a sense of what each stakeholder's priorities and interests were and how this affected their monetary bottom line.  This group was respectful of interests but the negotiations were primarily driven by financial aspects of the deal. After low-balling a bit, the developer said that he was interested in buying the whole thing for $500,000. By the end of the first negotiation session, we had established that everyone was willing to consider dividing the land.  The farmer did point out that this was a concession because it would raise her transaction cost and make it more complicated.  Therefore, the purchasers had to consider how much they would be willing to pay and which parcels they wanted. (BATNAs)

The second negotiation session involved identifying who wanted what land and for how much.  The conservationist asked for the 50 acres.  The developer agreed.  The farmer decided to go with a fixed price per acre.  Based on the $500,000 top offer made last week. By dividing the number of acres into the total and we came up with $2702 per acre.  We calculated the sales price for each buyer and rounded the dollar amounts.

 

Group:  Steve, Jessie Levine, Andy, Düden
  • Administrator: 1% property tax levy on new neighborhood homeowners for renewal of park properties etc.
  • Conservationist: Buys 50 acres total (including the Marsh, the Wood Lot, and the barns) for a total of $200,000. Turns the land into publicly accessible parks. Also founds the Agnes McCann Museum (the old farmhouse will be turned into a museum). In addition, it is important to highlight that the parks will be managed collaboratively between the city management and the convervationist group.
     
  • Developer: Buys a total of 135 acres of land, for a total of $400,000 (which is the rest of the land not bought by the conservationist). The land is good for residential zoning. There will be small row houses, each on a 1 acre lot. It will be a nice neighborhood.

Group:  Yoji, Ruxundra, Leveena, Brenna
The property sold for a total of $450,000
Developer paid $300,000 for 100 acres of pasture and row crop land
Environmental Group paid $150,000 for 85 acres including the marsh/wetland (25 acres) to preserve, 25 acres of "bank" area along the length of the marsh and a parcel of pasture land to turn into a public use nature area, and the farmhouse and adjacent wood lot (25 acres) to use as an education facility. Agnes also reserves the option to return to farmhouse residence as she likes and will be teaching bee keeping on the weekends at the facility.
 
The county offered to aid in the maintained of the woodlot and education facility using the increased tax revenue from the new residents once the homes are built. She also promised to expedite development permits for new road inlets from the main county road.

 

Group:  Patrick Steele, Liz Dennison, Zanda Ozola, Christina Ghetie-Rotaru

Conservationist: Buy Marshland, Woodlot, and 5 acres with house etc; Developer: Buy Row Crops and Pasture; Reasonable restrictions by Conservationist on Developer: Property would not be industrial- only residential. County Administrator will try to maintain a public park on the 5 acres with the house, and conserve the house as a museum or landmark. Administrator will also try to provide some tax breaks for the developer as well, all contingent on approval from the County Commission. Developer: Offer of $400,000; Conservationist Offer of $100,000; Accepted by Agnes.

 

Group:  Jessica Tevebaugh, Ally Bourque, Sara Pesek, Sarah Jones

 The developer and the conservation group decided to split up the property.  The developer bought the row crops, and pasture for $350,000 and the conservation representative bought the marsh and woodlot with the house for $100,000.  The total amount of the sale met the needs of the farmer.

 The agreement was that the developer would use the land to build green homes, based on LEED standards, and including Energy Star appliances.  She committed to incorporating green spaces into the development plan including parks and bike trails.  Her intention is to have this planned community be an example of sustainable built environments.  The county rep will be involved in the process as development goes forward.

 The conservationist agreed to protect the marsh land and woodlot because she wanted this land for the sake of protecting the natural habitat.  She will keep the woodlands and homestead in order to adapt the lot to be an educational center incorporating information about the history of the farm and the environment.

 

Group:  Eric Boyer, Gretchen Fetscher, Mark Migliacci, Jessica Swan, Daniel Yanulavich (Observer)

The negotiation process was very amicable. We began by setting an agenda and ground rules that everyone agreed to, then spent the remainder of the first day exploring interestes. From this discussion it became apparent that the different groups were interested in different parts of the lot. In the second day we were able to come to an agreement relatively quickly. The terms of the agreement are as follows:

Developer: Purchased Row Crops and Pasture for $400,000 (135 acres)

Conservationist: Purchased Marsh, Woodlot and Farmhouse for $125,000 (50 acres)

County Adminstrater: Tax break to developer and committed county maintenance to the preserved land

Agnes McCann: Sold property to two purchasers for a total of $525,000 and will name the Botany Chair at the University after the developer and set up a scholarship fund in the name of the conservationist group.

 

Group:  Ion Ghetie-Rotaru, Sephera Dandurand, Alyce Porter, Sarah Stewart

The developer and the conservationist have agreed to partition the farmland. 110 acres will go to the developer for the construction of residential housing while 75 acres will go to the conservationist agency. The developer has agreed to pay $250,000 for his 110 acres and the conservationist $175,000 for the 75 acres. The 75 acres going to the conservationist will be 50 acres in the marshland and 25 acres in the row crops land. The developer’s 110 acres will go the rest of the land.

Additionally, the conservationist will use part of its acreage to develop an organic farm that will an open farmer’s market to the residents staying in the remaining 110 acres as well as the rest of the community. Profits from the farm will be shared amongst the conservationist agency (which, being a non-for-profit, will be reinvested in the work of the farm) and the original owner.

The developer agrees to build “green” and the development of green building on the land will use the conservationist as a consultant at no cost to the developer. This will also benefit the conservationist as the agency will educate residents in how to have environmentally friendly lives. Additionally, the residents and the conservationist agency will be able to interact at the farmer’s market and learn from each other.

Finally, the conservationist and developer agree to work together in future projects and work especially with the local government authority to create a five-year feasibility study so that future development is environmentally friendly and considers demographic trends. Development of land should be beholden to this feasibility plan. One year before the end of the 5-year study, a new study will be commissioned with several private sector developers, environmental groups and citizen groups for consultation.

 

Group:  Jeff Cady, Aileen Guzman, Kelley Osterthaler, Katherine Reilly, Vanessa Reilly
 
- Farm sold to developer for $430,000
- Woodland, marsh, and farm house not developed
- These protected areas will become the McCann County Park, managed by county
- 75 houses total can be developed
- Houses will be contructed w/ green practices
- Buffer zone will be established around protected areas
 

Group: Jessica Tevebaugh, Ally Bourque, Sara Pesek, Sarah Jones

 The developer and the conservation group decided to split up the property.  The developer bought the row crops, and pasture for $350,000 and the conservation representative bought the marsh and woodlot with the house for $100,000.  The total amount of the sale met the needs of the farmer.

 The agreement was that the developer would use the land to build green homes, based on LEED standards, and including Energy Star appliances.  She committed to incorporating green spaces into the development plan including parks and bike trails.  Her intention is to have this planned community be an example of sustainable built environments.  The county rep will be involved in the process as development goes forward.

 The conservationist agreed to protect the marsh land and woodlot because she wanted this land for the sake of protecting the natural habitat.  She will keep the woodlands and homestead in order to adapt the lot to be an educational center incorporating information about the history of the farm and the environment.

 This agreement worked well because the group set up ground rules and agreed to have a transparent conversation.  Each party left the negotiating table having met their goals and feeling empowered.  There was also a discussion of meeting again in the future to discuss implementation and the possibility of future collaboration.

 

Group:  Diego, Jennifer G., Isabel, Matt N.

The Farmer agreed to split his property and sell one part to the Developer and another part to the Environmentalist.

The Developer would buy 105 acres of row crops and pasture land only (easier to develop), and would pay $275,000 for this. The developed land would bring more taxes to the county (county administrators and developer interests)

The Environmentalist would buy the 25 acres of mash land, 20 acres of woodlot and 5 acres of farm buildings and gardens. All this would be preserved (environmentalist, public and county administrator interests). The environmentalist would pay $200,000.

The farmer would then receive a total of $475,000 for the property which ensures that he will be able to pay debts, set up funds for his grandchildren, endow a Botany Chair in the State University, and also compensate the inconvenience of selling the property to two parties.

 

Group:  Dominic P Randazzo and ?

- FARMER will sell all land except the woodlot and marsh to DEVELOPER for $400,000

- FARMER will give marsh and woodlot to COUNTY for preservation

- COUNTY will pay for all sewer and water infrastructure for DEVELOPER

- CONSERVATIONIST will purchase the farmhouse from DEVELOPER for $25,000

- CONSERVATIONIST will match FARMER'S contribution of $50,000 to establish the Chair of Botany at the local university

- CONSERVATIONIST will use farm house as a programming and community center for the woodlot and marsh

- COUNTY will form a six person board to govern the use of the woodlot and marsh, of which three members will be appointed by CONSERVATIONIST

- COUNTY and CONSERVATIONIST will use influence to assist FARMER in becoming an adjunct professor at the local university

 

Group:  Carolyn, Vishel, DJ, and Olga

1. Widow is selling woodland and marshland for $175K to the environmentalist group
2. Widow is selling the rest of her land for $ 375 K to the developer
3. County and environmentalist group are turning the woodland into the park and county commits to the up-keeping of the park
4. The old farm house is moved into the newly-established park as a historic building and will be preserved
5. The park is named after McCane family.
6. Marshland is ecologically preserved
7.County gives tax-breaks to the developer
8. The developer is using green technology in houses construction
 
Negotiation lessons:
1. We have established the facilitator - the county representative
2. We spent the first hour of negotiation just to find out each other's interests and stakes in this deal
3. We (environmentalist, county and the developer) have formed the caucus against the widow to get the assessed price of the property from her 

 

Group:  Daniel L-P, Ginette, Vanessa, Amy K.

Split the property between the conservationist and development groups. The pasture and woodlot will go to the conservationist group (to conserve green space, historical value of farm house, etc). Row crops section of property goes to the developer. The marsh area will go to the city, which will permit the conservationist group to run eco-friendly tours (bird watching). Conservationist pays $300,000 to farmer; Developer pays $300,000 to farmer. Farmer agrees to donate the marsh to the community.

 

Group:  Therese Geldard and ?

School would pay $200,000 for the pasture, wetlands and wooded area.  In exchange, the school would endow a chair in the husband's name within two years. 
The developer would buy the farm house and lands for $250,000 and would receive economic incentives (tax breaks) for allowing the school to purchase the other parcels of land.
 

 

Group:  Robert Martin Fallon, Aaron C Smith; Miriam Joan Mirsky; Geoffrey Roger Bromaghim
-       Developer (me) buys the land for $475,000 from Agnes McCann (Aaron)
-       Developer donates land pro bono to the environmental lobbyist (Mim); the land to be donated is the 25 acres of marshland to be preserved as a wetlands, the 25 acres of wooded land/beehives/old farm house to be transformed by the city and environmental group into a park/green space
-       The park/green space will be run by a neighborhood management group with representatives from the developer, county, and environmental preservation group
-       In response to the donation of land, the county (Geoff) offers tax incentives and breaks to the developer
-       Additionally, the developer gains tax exemptions on Federal taxes for the donation of land to be protected as a nature preserve (tax breaks total, both county and federal, $175,000)
-       The developer pledges via MOU with city and environmental group to work to ensure that the new development maintains the uniqueness of the land and Plainview
-       The county and environmental groups pledge to give political support during the public comment and hearing phase of development
 

 

Group:  Rosemary M., Frank, Lindsay, Stephanie, Kara (observer).

Final agreement: The group verbally agreed to pay the farmer $525,000, of which the Conservation will pay $200,000 and the developer will pay the remaining $325,000.

Initially, the farmer proposed that a majority of the land go to the conservationist, and the breakdown looked like this:
Conservationist: 135 acres (about 73% of the total land) for $350,000
Developer: 50 acres (about 27% of the total land) for $225,000

With this scenario, the farmer would receive $575,00. The conservationist would be paying about 60% of the total price for almost three-quarters of the land. The developer, on the other hand, would be paying about 40% of the total for less than a third of the land. This deal would have heavily favored the conservationist.

After more negotiating, the group settled on a more balanced agreement:
Conservationist: 95 acres (a little over half the land) for $200,00
Developer: 90 acres, with 9 acres reserved for "green" development like a park, etc for $325,000

With this final agreement, the farmer will receive $525,00. The conservationist secured 95 acres that included the marsh lands she hoped to preserve. In addition, she was happy that the developer committed 9 additional acres to a green development project. The two agreed to continue to collaborate in the future on how precisely to develop this green space.

The developer, in this final scenario, increased her part of the pie from 27% to almost 50% while only paying a third more than she was slated to in the previous deal. Her commitment to use the land for residential purposes in addition to being flexible with using a portion of it for green development satisfied the town, the farmer, and the conservationist.

The county representative helped to mediate the discussions and often added helpful suggestions. He seemed happy with the land agreement and interested in future talks about preserving the old farmhouse for historical purposes. Even though the farmer received less money in this final settlement, she seemed happy with the amount of land being preserved, the idea of her house turning into a historical site, and the fact that her land would be used to satisfy the town's need for more housing.

 

Group:  Maaya Sundaram, Michelle Bernier, Eric Olsen,  Heather Klein

The farmer ended up selling entire property both to the developer and conservationist.  The country administrator offered various tax incentives and other benefits of donating the land as a reserve, but in the end, I decided to sell the land as it was the best way for me to achieve my objectives. 

The sale was for a total of $550 million.  $350 million was paid by the developer for 55 acres of row crop land and 60 acres of pasture land.  The conservationist paid $200 million for the woodlot, marsh, buffer (5 acres of row crop land and 15 acres of pasture.)  With this arrangement, all parties were reasonably happy.  The developer bought the land that was most vital to her plan, the conservationist bought the land required to preserve endangered species, and I received more money than my goal.

 

Group:  Jennifer Larson, Corey Williams, Hannah Good, Rosalyn Bandy

Decision:  Agnes accepted the $550,000 offer from the developer for all 185 acres of land.

What we did right:   We started by stating our interests and did not take positions immediately.     We brainstormed options that would fulfill multiple stakeholders’ needs.  More importantly, we just made a list instead of evaluating and eliminating options immediately.  We approached the issue at hand instead of focusing on each other.  Group members never communicated in a hostile way.   The county official and conservation group remained very transparent with what they could add to the solutions.

 Lessons learned:   If we had understood the nuances of our roles, we might have been able to further expand the pie.   We experienced a real situation of imbalance of power (Agnes and the developer with more power; county official and conservation group with less power) and the difficulties that can cause for making an agreement that satisfies all interests.   Some of the issues were framed in financial benefits (sale price) vs. qualitative gains (preserving land, staying community-focused, etc.).  This can be challenging in terms of Agnes deciding what option is best for her. 

 

Group:  Michael Kenlay, Colin Seale, Jenny Dickinson, and Maria Jose Redini.  Our Farmer decided to sell all of her land to the developer for $600,000 the first day of negotiations. The developer promised to consult the farmer in the uses of some of the land in the interest of remaining environmentally friendly. Some of the land was to be retained for a park for the new residents of the land to enjoy. Therefore, on Tuesday we discussed strategies in which we could have expanded the pie and what went wrong.

 

Group:  Teena, Surobhi, Trudy, Spencer

The "Hippies" will pay $165,000 + $50,000 in trust for the grandkids' educations. They will receive the woodlot with the house and a portion of the pasture for preservation.

The Developer will pay $275,000 + a condo for Agnes to live in. They will receive the entire length of row crops and the back of the pasture bordering the marsh. They have agreed to follow the law and protect the marsh and river.

The total of the sale = $445,000 + 1 Condo.


 

 

Group:  Nicole Katikos, Mike Burger, Matt L., Mollie Ring

Farmer - got $500,000 for land, able to see land help community and have some conservation

Conservationist - paid $140,000 for 25 acres of MArsh, 20 acres of Woods, 5 acres of buildings, and 7 acres of buffer zone along the marsh, green building practices, boardwalk along buffer zone to give access to public

Developer - paid $360,000 for row crops and pasture minus the buffer zone, greenbuilding, using local labor, residential building only, build boardwalk/jogging path around entire perimeter of property, recieved tax incentives from county, reduced opposition to building

County - paid $0 but gave tax incentives for development pending approval from board, able to balance environmental and economic needs of community, increase tax revenue

 

 

Group:  Frank Amtmann, Steph Hutchinson, Rosemary Mosquea, Kara Noto, Lindsay Sowers

After more negotiating, the group settled on a more balanced agreement:
Conservationist: 95 acres (a little over half the land) for $200,00
Developer: 90 acres, with 9 acres reserved for "green" development like a park, etc for $325,000
 
With this final agreement, the farmer will receive $525,00. The conservationist secured 95 acres that included the marsh lands she hoped to preserve. In addition, she was happy that the developer committed 9 additional acres to a green development project. The two agreed to continue to collaborate in the future on how precisely to develop this green space.
 
The developer, in this final scenario, increased her part of the pie from 27% to almost 50% while only paying a third more than she was slated to in the previous deal. Her commitment to use the land for residential purposes in addition to being flexible with using a portion of it for green development satisfied the town, the farmer, and the conservationist.
 
The county representative helped to mediate the discussions and often added helpful suggestions. He seemed happy with the land agreement and interested in future talks about preserving the old farmhouse for historical purposes. Even though the farmer received less money in this final settlement, she seemed happy with the amount of land being preserved, the idea of her house turning into a historical site, and the fact that her land would be used to satisfy the town's need for more housing.